Advocacy Wealth Management Services’s Pembina Pipeline PBA Stock Holding History

Advocacy Wealth Management Services’s Portfolio PBA Stock Details PBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-850	Closed	-$25K	–	162
2018 Q4	$25K	Hold	850	–	–	0.02%	71
2018 Q3	$29K	Hold	850	–	–	0.02%	67
2018 Q2	$29K	Hold	850	–	–	0.02%	61
2018 Q1	$27K	Hold	850	–	–	0.02%	67
2017 Q4	$31K	Hold	850	–	–	0.02%	75
2017 Q3	$30K	Hold	850	–	–	0.01%	100
2017 Q2	$28K	Hold	850	–	–	0.01%	110
2017 Q1	$27K	Hold	850	–	–	0.01%	124
2016 Q4	$27K	Hold	850	–	–	0.01%	117
2016 Q3	$26K	Hold	850	–	–	0.01%	171
2016 Q2	$26K	Hold	850	–	–	0.01%	202
2016 Q1	$23K	Hold	850	–	–	0.02%	274
2015 Q4	$18K	Buy	+850	New	+$20.4K	0.02%	280
2013 Q3	$7K	Buy	202 +2	+1%	+$63	0.02%	236
2013 Q2	$6K	Buy	+200	New	+$6.39K	0.02%	202

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Advocacy Wealth Management Services's PBA Position: Q1 2019 in Review

Advocacy Wealth Management Services sold out of Pembina Pipeline (PBA) in Q1 2019, closing a stake of 850 shares — an estimated $25K sold.

Advocacy Wealth Management Services first reported a position in PBA in Q2 2013 and held it in 15 quarters. The position peaked at $31K in Q4 2017. 345 funds tracked by Wall St. Rank hold PBA as of Q1 2019.

Advocacy Wealth Management Services reported no remaining Pembina Pipeline position as of Q1 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 850 Pembina Pipeline shares in Q1 2019, an estimated $25K.
Advocacy Wealth Management Services first reported a position in Pembina Pipeline in Q2 2013 and held it in 15 quarters.
Advocacy Wealth Management Services's Pembina Pipeline position peaked at $31K in Q4 2017.
345 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2019, filed 2 Apr 2019.